See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,795 | $118,849-73.2% | $96,562-67.1% | $167,490-81.0% |
| Participation rate | 76.5% | 75.5%+1.0pp | 69.8%+6.7pp | 82.1%-5.6pp |
| Annual return | 16.27% | 50.49%-34.2pp | 37.78%-21.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,742 | $3,120-44.2% | $2,356-26.1% | $4,837-64.0% |
| Participant deferral / active EE | $7,206 | $4,616+56.1% | $3,849+87.2% | $6,341+13.6% |
| Admin fee / account holder | $262 | $8,065-96.8% | $6,181-95.8% | $12,309-97.9% |